Graduate Trainee - Global Market Sales

Fixed term contract|Sydney|Trading / Client Relationship Management

Graduate Trainee - Global Market Sales

Sydney, Australia Fixed term contract Trading / Client Relationship Management

Responsibilities

Major Accountabilities/Principal Responsibilities:
SG CIB is the Corporate and Investment Banking arm of the Société Générale Group. Present in over 50 countries across Europe, the Americas and Asia, SG CIB provides corporate, financial institutions, investors and public sector clients with value-added integrated financial solutions. Within the Cross-Asset Solutions sales team in Asia-Pacific, Graduate Trainees on the Global Markets Sales Desks support the Sales and Engineering teams to ensure timely, adequate and flawless capture of trades in internal systems, adequate management and monitoring of secondary orders processing and secondary margin policy. They also act as the interface between front office sales team and relevant middle and back office teams and ensure proper maintenance of all customer relationship management tools.

The candidate will support the Cross-Asset Solutions sales team which is part of a larger regional team, in the coverage of key clients across the portfolio. As such, the role will encompass all the tasks throughout the lifecycle of the sales process, from the prospection for future clients through to the flawless servicing of existing clients. The candidate will have the opportunity to provide support in a wide range of products including listed and OTC derivative flow and solutions as well as support interactions with a wide variety of institutional clients

The responsibilities will include:

Support to Sales/Clients:

  • Support the sales team in post-trade servicing, along with Client Service Unit (CSU): coordination with CSU and sales team, reporting, product performance explanations, etc.;
  • Prepare relevant documents and data for helping clients referencing our products;
  • Provide day to day support to sales in their relationship with clients (e.g. preparation of marketing material for client presentations, data processing, document creation and handling, product reporting, etc.).

Distribution agreements, fees, contracts (sub-regional desk level):

  • Support in the backlog management of existing contracts/conventions (unsigned contracts follow-up, pending payments, product history, update of old contracts, mapping and follow-up of out of contract clients, etc.).
  • Monitoring of conventions and payments: invoices and payments status, active role in troubleshooting for related issues

KYC (“Know Your Customer”) /on-boarding:

  • Interface with the Global Markets Chief Operating Office (COO) teams, client, CMU and KYC teams to trigger requests, gather relevant data, and follow-up of the validation process
  • Support COO teams and KYC in ad hoc and periodic review of the KYC mapping
  • Support the integration of new KYC-dedicated tools

CRM tool/CRM monitoring:

  • Clean-up and maintenance of CRM database: new entries, backlog clean up, update of data, clients mapping, etc.;
  • Agenda management and synchronization monitoring at desk level.

Trade capture/booking:

  • Trade capture: input of relevant data in internal system within Global Markets’ normative and operational excellence guidelines;
  • Participate in secondary market management (receiving secondary orders, secondary margin policy monitoring, etc.);
  • Participate in orders processing on fund products: bookkeeping, order processing, pre-confirmations;
  • Provide support to sales desk for all order-processing-related matters;

PnL Monitoring:

  • Participate in the reconciliation process of trade details and allocated sales credits;
  • Check sales credit allocation regularly;

Profile required

Qualifications, Experience & Knowledge Required

  • Hold a relevant Bachelor or Master’s degree in Business , Finance or Economics
  • Previous experience in investment banking or financial services would be considered favourably
  • Familiar with MS Excel and Powerpoint
  • Familiar with VBA/database development would be considered favourably

Behavioural competency required:

  • Ability to work independently
  • Considered to be a team player
  • Good interpersonal and communication skills
  • High proficiency in spoken and written English

Business insight

Environment:

Serving 31 million customers in 66 countries, Societe Generale is one of Europe's largest financial services organisations. We employ 146,000 people in 67 countries worldwide. Based on a diversified universal banking model, Societe Generale combines financial solidity and a strategy of sustainable growth. Our objective: to be the leading relationship-focused bank, a reference in its markets, close to its clients and chosen for the quality and commitment of its teams.

Societe Generale has been present in Australia since 1981. Located in Sydney, it currently provides financing and advisory, as well as global markets solutions. Leveraging the strength of its client coverage and leadership in structured finance including energy, metals & mining, infrastructure finance, together with product and service offerings such as debt capital markets, asset-back products and commercial real estate finance, Societe Generale supports its Australian wholesale clients in their financing and advisory needs, and to serve its global clients who wish to access the Australian market with global banking services. Societe Generale also provides its global markets solutions by offering futures execution and clearing, equity derivatives sales and structured product distribution

We are currently looking for a Graduate Trainee to join our Global Markets team a full-time fixed term basis for 12 months. This is an exciting opportunity within a fast-paced, results focused, global organisation that values diversity. The successful candidate will get hands-on experience of a global trading room environment with a vision of the end-to-end sales and trading process. They will have an opportunity to build close relationships with the teams onshore and within the organisation more broadly on a regional and global basis

Please note that due to the current strict border measures in place in Australia, only individuals in an exempt category (including Australian citizens and permanent residents) or who have been granted an exemption to the current travel restrictions can currently travel to Australia. Due to these restrictions, we are unfortunately currently unable to consider applications from candidates who are not in an exempt category or who do not already hold a travel exemption

We are an equal opportunities employer and we are proud to make diversity a strength for our company. Societe Generale is committed to recognizing and promoting all talents, regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, sexual or gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.

Reference: 21000D5V
Entity: Societe Generale Securities Australia Pty Ltd
Starting date: immediate
Publication date: 2021/04/21
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